Trustage Pension Plan for Non-Represented Employees
Cash balance pensionActive
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 009Employer EIN 45-4418520
- Participants (2024)
- 5,536
- Net assets (2024)
- $590 million
- Plan administrator
- Employee Benefit Plan Administration Committee
P.O. Box 391
Madison, WI 53701
(608) 238-5851As filed for 2024 - In effect since
- January 1, 2002
Earlier sponsors: Cuna Mutual Insurance Society (2009–2011); CMFG Life Insurance Company (2012); Cuna Mutual Financial Group, Inc. (2013–2017).
Earlier plan names: Cuna Mutual Pension Plan for Non-Represented Employees.
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 5,536 | $590 million | not listed |
| 2023 | 5,691 | $603 million | not listed |
| 2022 | 5,828 | $588 million | not listed |
| 2021 | 6,074 | $761 million | not listed |
| 2020 | 6,301 | $762 million | not listed |
| 2018 | 6,346 | $618 million | not listed |
| 2017 | 6,167 | $681 million | not listed |
| 2016 | 6,154 | $613 million | not listed |
| 2015 | 6,130 | $561 million | not listed |
| 2014 | 6,032 | $577 million | not listed |
| 2013 | 5,881 | $520 million | not listed |
| 2012 | 5,725 | $500 million | not listed |
| 2011 | 5,571 | $452 million | not listed |
| 2010 | 5,523 | $390 million | not listed |
| 2009 | 5,619 | $374 million | not listed |